GRP
MORN icon

Global Retirement Partners’s Morningstar MORN Stock Holding History

Global Retirement Partners’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.7K Buy
+312
New +$54.2K ﹤0.01% 2539
2025
Q4 		$76.3K Buy
351
+338
+2,600% +$73.2K ﹤0.01% 2079
2025
Q3 		$3.02K Sell
13
-2
-13% -$533 ﹤0.01% 3171
2025
Q2 		$4.71K Buy
+15
New +$4.44K ﹤0.01% 2933
2024
Q4 		$8.76K Sell
26
-1
-4% -$341 ﹤0.01% 2439
2024
Q3 		$8.62K Hold
27
– – ﹤0.01% 2348
2024
Q2 		$7.99K Buy
27
+7
+35% +$2.07K ﹤0.01% 2409
2024
Q1 		$6.17K Buy
20
+8
+67% +$2.3K ﹤0.01% 2316
2023
Q4 		$3.3K Hold
12
– – ﹤0.01% 2481
2023
Q3 		$2.76K Hold
12
– – ﹤0.01% 2409
2023
Q2 		$2.35K Buy
12
+6
+100% +$1.19K ﹤0.01% 2483
2023
Q1 		$1.09K Buy
+6
New +$1.32K ﹤0.01% 2712
2020
Q3 		– Sell
-4
Closed -$1K – 1682
2020
Q2 		$1K Hold
4
– – ﹤0.01% 1543
2020
Q1 		$0 Hold
4
– – ﹤0.01% 1648
2019
Q4 		$1K Hold
4
– – ﹤0.01% 1548
2019
Q3 		$1K Hold
4
– – ﹤0.01% 1528
2019
Q2 		$1K Buy
+4
New +$552 ﹤0.01% 1524
2018
Q4 		– Sell
-35
Closed -$4K – 1518
2018
Q3 		$4K Hold
35
– – ﹤0.01% 1273
2018
Q2 		$4K Hold
35
– – ﹤0.01% 1251
2018
Q1 		$3K Hold
35
– – ﹤0.01% 1269
2017
Q4 		$3K Buy
+35
New +$3.15K ﹤0.01% 1233

Other funds holding MORN

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Global Retirement Partners's MORN Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Morningstar (MORN) in Q2 2026: 312 shares worth $48.7K. The stake represents ﹤0.01% of the portfolio and ranks #2539 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in MORN as recently as Q4 2025.

Global Retirement Partners first reported a position in MORN in Q4 2017 and has held it in 21 quarters since. The position peaked at $76.3K in Q4 2025. 420 funds tracked by Wall St. Rank hold MORN as of Q2 2026.

  • Global Retirement Partners held 312 shares of Morningstar worth $48.7K as of Q2 2026.
  • Morningstar was a new Global Retirement Partners position in Q2 2026.
  • Morningstar made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2539 holding.
  • Global Retirement Partners first reported a position in Morningstar in Q4 2017 and has held it in 21 quarters since.
  • Global Retirement Partners's Morningstar position peaked at $76.3K in Q4 2025.
  • 420 funds tracked by Wall St. Rank held Morningstar as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.